Axos Bank

  • Salesforce Admin

    Job Locations US-CA-San Diego
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    Job ID
    Job Type
    Regular Full-Time
    Centers of Excellence
  • Description:

    Born digital, Axos BankTM is publicly traded on the New York Stock Exchange (NYSE: AX). Axos Bank has reinvented the banking model, growing to nearly $10 billion in assets in just 19 years. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 online banks in the country!


    As Salesforce Admin, you will be part of a collaborative Salesforce team responsible for successfully developing, customizing, and integrating Salesforce nCino solutions.

    Specific areas of concentration include:

    • Design, document, build, test, and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports and complex dashboards
    • Research changes in upcoming versions of nCino and other integrated applications
    • Provide recommendations to enhance efficiency and productivity
    • Develop and maintain report folders, custom dashboards, etc. to improve system usability​
    • Troubleshoot user issues, set up profiles, and assist with business adoption of Salesforce capabilities
    • Configuration of Workflows and custom objects within the best practices of Salesforce Administration
    • Integration and migration activities between Salesforce environments
    • Maintain user roles and profiles, security settings, access settings etc. (User Profiles, Role Hierarchy, Sharing Rules and Security)
    • Maintain a holistic view of all business processes and users in the system to understand cross functional impacts with regard to configuration, process, workflow, and reporting
    • Lead user requirement sessions and document user requirements to address changing business needs
    • Lead implementation of any statement of work for new functionality
    • Open tickets, Trouble shoot and monitor for resolution
    • Perform routine review of code, configuration, data, and usage to ensure long term viability, integrity, and adoption
    • Keep management appraised of project status and create a system to allow for the continuous flow of information among all business stakeholders
    • Maintain records of all changes made and a library of all business rules / credit policies on nCino

    Key Skill Sets or Knowledge Requirements:

    • Broad knowledge of the Salesforce platform, and best practices for administration and user experience
    • Understanding of managed packages
    • Keen eye for detail and data quality
    • Salesforce Admin certificate(s)

    Desired Career Experience & Education Requirements:

    • 1+ year of nCino administration
    • ​2+ years Certified Sales Cloud Admin
    • Experience working in a Scrum/Agile environment
    • Experience developing custom reports and dashboards
    • Application design and configuration using automation
    • Full knowledge of best-practices and functionality
    • Understanding of Salesforce Mobile Application
    • Bachelor's Degree in Computer Science or related field


    • Knowledge of banking and/or financial services


    Apply directly for consideration as we are not using any outside agencies for any of our openings  


    Job Functions & Work Environment:


    While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.


    The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.



    Equal Employment Opportunity:


    Axos Bank is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.




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